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Senior Wealth Planning & Insurance Solutions Advisor
Job in
Morristown, Morris County, New Jersey, 07961, USA
Listed on 2026-07-16
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley in Morristown, NJ is seeking a Senior Investment Consultant - Wealth Planning Specialist to oversee financial plans and manage the sale of annuities and insurance solutions. The ideal candidate will have over 10 years of experience and relevant certifications, providing essential planning services to clients while maintaining strong relationships with partners.
In this role, you will conduct yearly assessments of financial plans and assist clients in aligning investment solutions with their needs. Morgan Stanley offers competitive compensation and comprehensive benefits packages to support employees’ work-life journeys.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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